Green Thumb Industries Inc (GTBIF)

[IndustryParticipant]

I would absolutely not agree GTI are the best of MSO's on execution, and would view them as among one of the most disappointing as someone who has interacted with them, and quite familiar with their actions on the ground day to day.

I think this will become more and more apparent as they move forward and actually have to (execute), and they have been quite misleading(dishonest) in various ways, and were before they went public.

(I have personally interacted and served the majority of the emerging MSO's in various capacities the last several years. GTI my least favorite)

To clarify: I'm not disagreeing they are an excellent trade. I've pulled 7 figures out of them since debut. But that doesn't mean I am not aware of the above, and the potential for it to turn against them in the future, nor that I have to send Kovler a christmas card. (I have actually called him a dork, and he was not pleased lololol)

But he is such a dork lol...

They don't understand the industry, the product, and most importantly, the consumer, have publicly stated they're in it "only for the money" which has not sat well with their medical consumers, and it has hurt them, and will continue to.